Logo

RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameRIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST
Plan identification number 001

RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RIVER OAKS PROPERTY OWNERS, INC, has sponsored the creation of one or more 401k plans.

Company Name:RIVER OAKS PROPERTY OWNERS, INC,
Employer identification number (EIN):741207191
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BEN TURNER2024-10-07
0012022-01-01BEN TURNER2023-09-27
0012021-01-01BEN TURNER2022-09-29
0012020-01-01BEN TURNER2021-09-20
0012019-01-01
0012018-01-01
0012017-01-01BEN TURNER
0012016-01-01BEN TURNER
0012015-01-01BEN TURNER
0012014-01-01GARY MANGOLD
0012013-01-01GARY MANGOLD
0012012-01-01GARY MANGOLD
0012011-01-01GARY MANGOLD
0012010-01-01GARY MANGOLD
0012009-01-01GARY MANGOLD

Plan Statistics for RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST

Measure Date Value
2022: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-12-313,727,782
Acturial value of plan assets2022-12-313,727,782
Funding target for retired participants and beneficiaries receiving payment2022-12-3163,398
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-312,494,977
Number of active participants2022-12-3121
Total funding liabilities for active participants2022-12-312,494,977
Total participant count2022-12-3122
Total funding target for all participants2022-12-312,558,375
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31234,525
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31247,916
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31325,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31304,473
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31197,074
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31304,473
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-12-312,932,011
Acturial value of plan assets2021-12-312,932,011
Funding target for retired participants and beneficiaries receiving payment2021-12-3164,183
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-312,105,048
Number of active participants2021-12-3122
Total funding liabilities for active participants2021-12-312,112,150
Total participant count2021-12-3123
Total funding target for all participants2021-12-312,176,333
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31326,744
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31344,944
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31250,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31234,525
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31197,870
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31234,525
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-312,255,752
Acturial value of plan assets2020-12-312,255,752
Funding target for retired participants and beneficiaries receiving payment2020-12-3167,189
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-311,854,171
Number of active participants2020-12-3122
Total funding liabilities for active participants2020-12-311,857,021
Total participant count2020-12-3123
Total funding target for all participants2020-12-311,924,210
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31211,787
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31223,859
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31350,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31326,744
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31176,729
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31326,744
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-312,103,200
Acturial value of plan assets2019-12-312,098,948
Funding target for retired participants and beneficiaries receiving payment2019-12-3169,596
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-311,975,110
Number of active participants2019-12-3123
Total funding liabilities for active participants2019-12-311,978,929
Total participant count2019-12-3124
Total funding target for all participants2019-12-312,048,525
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31208,753
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31221,049
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31346,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31322,457
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31161,093
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31110,670
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31110,670
Contributions allocatedtoward minimum required contributions for current year2019-12-31322,457
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0124
Total number of active participants reported on line 7a of the Form 55002019-01-0122
Number of retired or separated participants receiving benefits2019-01-011
Total of all active and inactive participants2019-01-0123
Total participants2019-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-312,071,090
Acturial value of plan assets2018-12-312,071,090
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,821,760
Number of active participants2018-12-3129
Total funding liabilities for active participants2018-12-311,848,147
Total participant count2018-12-3129
Total funding target for all participants2018-12-311,848,147
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31162,928
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31172,834
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31225,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31208,753
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31151,135
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31208,753
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0129
Total number of active participants reported on line 7a of the Form 55002018-01-0123
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-311,652,129
Acturial value of plan assets2017-12-311,652,129
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-311,457,314
Number of active participants2017-12-3128
Total funding liabilities for active participants2017-12-311,489,133
Total participant count2017-12-3128
Total funding target for all participants2017-12-311,489,133
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31116,161
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31123,363
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31175,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31162,928
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31133,868
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31162,928
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0128
Total number of active participants reported on line 7a of the Form 55002017-01-0129
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-312,196,107
Acturial value of plan assets2016-12-312,196,107
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-311,825,791
Number of active participants2016-12-3128
Total funding liabilities for active participants2016-12-311,850,319
Total participant count2016-12-3128
Total funding target for all participants2016-12-311,850,319
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31137,477
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31146,262
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31125,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31116,161
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31133,361
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31116,161
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0128
Total number of active participants reported on line 7a of the Form 55002016-01-0128
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0127
Total number of active participants reported on line 7a of the Form 55002015-01-0128
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0126
Total number of active participants reported on line 7a of the Form 55002014-01-0127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0127
Total number of active participants reported on line 7a of the Form 55002013-01-0126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0126
Total number of active participants reported on line 7a of the Form 55002012-01-0124
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0126
Total number of active participants reported on line 7a of the Form 55002011-01-0123
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0125
Total number of active participants reported on line 7a of the Form 55002010-01-0124
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0123
Total number of active participants reported on line 7a of the Form 55002009-01-0124
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST

Measure Date Value
2019 : RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$756,745
Expenses. Total of all expenses incurred2019-12-31$598,644
Benefits paid (including direct rollovers)2019-12-31$598,644
Total plan assets at end of year2019-12-31$2,261,301
Total plan assets at beginning of year2019-12-31$2,103,200
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$410,745
Net income (gross income less expenses)2019-12-31$158,101
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,261,301
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,103,200
Total contributions received or receivable from employer(s)2019-12-31$346,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$159,839
Expenses. Total of all expenses incurred2018-12-31$130,292
Benefits paid (including direct rollovers)2018-12-31$130,292
Total plan assets at end of year2018-12-31$2,103,200
Total plan assets at beginning of year2018-12-31$2,073,653
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-65,161
Net income (gross income less expenses)2018-12-31$29,547
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,103,200
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,073,653
Total contributions received or receivable from employer(s)2018-12-31$225,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$419,658
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,073,653
Total plan assets at beginning of year2017-12-31$1,653,995
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$244,658
Net income (gross income less expenses)2017-12-31$419,658
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,073,653
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,653,995
Total contributions received or receivable from employer(s)2017-12-31$175,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$213,437
Expenses. Total of all expenses incurred2016-12-31$756,576
Benefits paid (including direct rollovers)2016-12-31$756,576
Total plan assets at end of year2016-12-31$1,653,995
Total plan assets at beginning of year2016-12-31$2,197,134
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$88,437
Net income (gross income less expenses)2016-12-31$-543,139
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,653,995
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,197,134
Total contributions received or receivable from employer(s)2016-12-31$125,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$218,263
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$2,197,134
Total plan assets at beginning of year2015-12-31$1,978,871
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$73,263
Net income (gross income less expenses)2015-12-31$218,263
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,197,134
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,978,871
Total contributions received or receivable from employer(s)2015-12-31$145,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$238,265
Expenses. Total of all expenses incurred2014-12-31$79,325
Benefits paid (including direct rollovers)2014-12-31$79,325
Total plan assets at end of year2014-12-31$1,978,871
Total plan assets at beginning of year2014-12-31$1,819,931
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$83,265
Net income (gross income less expenses)2014-12-31$158,940
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,978,871
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,819,931
Total contributions received or receivable from employer(s)2014-12-31$155,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$355,692
Expenses. Total of all expenses incurred2013-12-31$17,501
Benefits paid (including direct rollovers)2013-12-31$5,339
Total plan assets at end of year2013-12-31$1,819,931
Total plan assets at beginning of year2013-12-31$1,481,740
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$255,692
Net income (gross income less expenses)2013-12-31$338,191
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,819,931
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,481,740
Total contributions received or receivable from employer(s)2013-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$12,162
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$238,092
Expenses. Total of all expenses incurred2012-12-31$123,331
Benefits paid (including direct rollovers)2012-12-31$112,502
Total plan assets at end of year2012-12-31$1,481,740
Total plan assets at beginning of year2012-12-31$1,366,979
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$138,092
Net income (gross income less expenses)2012-12-31$114,761
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,481,740
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,366,979
Total contributions received or receivable from employer(s)2012-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$10,829
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$114,198
Expenses. Total of all expenses incurred2011-12-31$138,857
Benefits paid (including direct rollovers)2011-12-31$127,932
Total plan assets at end of year2011-12-31$1,366,979
Total plan assets at beginning of year2011-12-31$1,391,638
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$14,198
Net income (gross income less expenses)2011-12-31$-24,659
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,366,979
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,391,638
Total contributions received or receivable from employer(s)2011-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$10,925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$295,039
Expenses. Total of all expenses incurred2010-12-31$11,955
Benefits paid (including direct rollovers)2010-12-31$1,996
Total plan assets at end of year2010-12-31$1,391,638
Total plan assets at beginning of year2010-12-31$1,108,554
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$145,039
Net income (gross income less expenses)2010-12-31$283,084
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,391,638
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,108,554
Total contributions received or receivable from employer(s)2010-12-31$150,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$9,959
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST

2019: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RIVER OAKS PROPERTY OWNERS, INC. EMPLOYEES RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1